{"id":6028,"date":"2025-10-11T13:58:32","date_gmt":"2025-10-11T13:58:32","guid":{"rendered":"https:\/\/matrixsprint.com\/help-center\/?post_type=docs&p=6028"},"modified":"2025-10-11T14:09:55","modified_gmt":"2025-10-11T14:09:55","password":"","slug":"customer-management-6028","status":"publish","type":"docs","link":"https:\/\/matrixsprint.com\/help-center\/index.php\/docs\/e-commerce-management-6006\/customer-management-6028\/","title":{"rendered":"Outlet Management"},"content":{"rendered":"\t\t
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Overview<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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Outlets represent your company\u2019s physical or online locations, such as retail stores, warehouses or distribution hubs. Each sale in the system is tied to an outlet so you can track revenue and inventory by location. You must have at least one outlet before you can process sales in the POS or Quick Sale modules.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Creating a New Outlet<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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  • Navigate to Sales \u2192 Outlets. The Outlets Management page lists existing outlets and shows columns for ID, Outlet Name, Contact, Location, Manager, Status and Last Updated.<\/p><\/li>

  • Click New Outlet to open the Create New Outlet form. Fill in the following fields:<\/p>

    • Outlet Name (required) \u2013 enter a descriptive name for your branch or store.<\/p><\/li>

    • Phone Number (required) \u2013 enter the outlet\u2019s main contact number.<\/p><\/li>

    • Email (optional) \u2013 an email address for outlet communications.<\/p><\/li>

    • Description (optional) \u2013 a short description of the outlet\u2019s purpose or stock focus.<\/p><\/li>

    • Manager (required) \u2013 assign an existing user or manager to oversee the outlet. Use the dropdown to search and select the person.<\/p><\/li>

    • Street Address, City, Country, Zip Code \u2013 physical address fields. Street, country and zip code are required; city is optional.<\/p><\/li><\/ul><\/li>

    • Click Create Outlet to save. The new outlet will appear in the table with an active status, ready for sales.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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      Viewing and Editing Outlets<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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      • The Outlets table shows each outlet\u2019s contact details, assigned manager and status. Status is updated to active, which indicates the\u00a0outlet is available for use.<\/p><\/li>

      • To edit an outlet, click the pencil icon in the Actions column. The Edit Outlet dialog opens, allowing you to update the name, contact details, manager or address. Click Update Outlet to save changes.<\/p><\/li>

      • Use the search bar at the top of the Outlets page to quickly find an outlet by name or contact.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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        Where Outlets Are Used<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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        • Point of Sale (POS) & Quick Sale \u2013 When starting a sale, you must first select an outlet. The POS uses the outlet to determine available stock and record which branch processed the sale. If no outlets exist, you will be prompted to create one before proceeding.<\/p><\/li>

        • Orders & Invoices \u2013 Sales transactions (orders and invoices) are recorded against an outlet. In the Orders Management table, the Source or Outlet column identifies which outlet originated each order.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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          Best Practices<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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          • Create an outlet for every physical store, warehouse or online channel your business operates. Keep the name clear so staff can select the correct outlet during sales.<\/p><\/li>

          • Assign a manager to each outlet to control access and accountability.<\/p><\/li>

          • Keep address and contact information up to date so they appear correctly on receipts and invoices.<\/p><\/li>

          • Regularly review outlet statuses. Deactivate outlets that are no longer in use rather than deleting them to preserve historical sales records.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

            Overview Outlets represent your company\u2019s physical or online locations, such as retail stores, warehouses or distribution hubs. Each sale in the system is tied to an outlet so you can track revenue and inventory by location. You must have at least one outlet before you can process sales in the POS or Quick Sale modules. […]<\/p>\n","protected":false},"author":1,"featured_media":4465,"parent":6006,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"doc_category":[],"doc_tag":[],"doc_badge":[],"class_list":["post-6028","docs","type-docs","status-publish","has-post-thumbnail","hentry"],"acf":[],"year_month":"2026-04","word_count":443,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/matrixsprint.com\/help-center\/index.php\/author\/admin\/"},"doc_category_info":[],"doc_tag_info":[],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/f38460beca8bfb11095e34259f6ddcb0410ee3f64a964eaf5d0b4291ed9759ce?s=96&d=mm&r=g","author_name":"admin","_links":{"self":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6028","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/comments?post=6028"}],"version-history":[{"count":14,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6028\/revisions"}],"predecessor-version":[{"id":6043,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6028\/revisions\/6043"}],"up":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6006"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/media\/4465"}],"wp:attachment":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/media?parent=6028"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_category?post=6028"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_tag?post=6028"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_badge?post=6028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}